The Advisory Group Of San Francisco, LLC

The Advisory Group Of San Francisco, LLC (CRD# 108110) is a financial advisory firm headquartered in San Francisco, CA. They manage $945,975,982 in 384 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    946
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $2,463,479
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, NV, NY, TX, WA

Financial Advisors at The Advisory Group Of San Francisco, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ryan S. Chavez
CRD#: 6078872
44 Montgomery St. Suite 2410, San Francisco, CA 94104

Ryan Chavez (CRD# 6078872) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Ryan Chavez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret C. Hiller
CRD#: 4785596
44 Montgomery St. Suite 2410, San Francisco, CA 94104

Margaret Hiller (CRD# 4785596) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Margaret Hiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John J. Hurford
CRD#: 2829818
44 Montgomery Street , Suite 2410, San Francisco, CA 94104

John Hurford (CRD# 2829818) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. John Hurford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory H. Patterson
CRD#: 4484846
44 Montgomery Street, Suite 2410, San Francisco, CA 94104

Gregory Patterson (CRD# 4484846) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

5
Roger B. Patterson
CRD#: 357986
44 Montgomery Street, Suite 2410, San Francisco, CA 94104

Roger Patterson (CRD# 357986) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

6
Lisette C. Smith
CRD#: 1665492
44 Montgomery St. Suite 2410, San Francisco, CA 94104

Lisette Smith (CRD# 1665492) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Lisette Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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